account_balance
Investment manager · 13F filer · SEC CIK 2111427
Worthington Financial Partners, LLC
Reported value$118Mas of Sep 30, 2026
Positions98 1 new, 2 sold out
Top 10 weight32.6%MU alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
7.3%
CGUSCapital Group Core Equity Et
4.1%Added +2%
FPXFirst Tr Exchange-Traded Fd
3.6%
MSFTMicrosoft Corp
3.3%
CGGRCapital Group Growth ETF
3.0%Added +2%
FVDFirst Tr Exchange-Traded Fd
2.7%
XOMExxonMobil Holdings Corp
2.6%
CGGGCapital Group Equity ETF Tr
2.0%Added +3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.0%
AAPLApple Inc.
1.9%
MPWRMonolithic Power Systems, Inc.
1.8%
NVDANVIDIA Corp
1.6%
MUMicron Technology Inc
7.3%
CGUSCapital Group Core Equity Et
4.1%+2%
FPXFirst Tr Exchange-Traded Fd
3.6%
MSFTMicrosoft Corp
3.3%
CGGRCapital Group Growth ETF
3.0%+2%
FVDFirst Tr Exchange-Traded Fd
2.7%
XOMExxonMobil Holdings Corp
2.6%
CGGGCapital Group Equity ETF Tr
2.0%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.0%
AAPL1.9%MPWR1.8%NVDA1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 7.3% Held
CGUS Capital Group Core Equity Et 4.1% Added +2%
FPX First Tr Exchange-Traded Fd 3.6% Held
MSFT Microsoft Corp 3.3% HeldCGGR Capital Group Growth ETF 3.0% Added +2%
FVD First Tr Exchange-Traded Fd 2.7% Held
XOM ExxonMobil Holdings Corp 2.6% HeldCGGG Capital Group Equity ETF Tr 2.0% Added +3%
TSM Taiwan Semiconductor Manufacturing Co Ltd 2.0% HeldAAPL Apple Inc. 1.9% HeldMPWR Monolithic Power Systems, Inc. 1.8% HeldNVDA NVIDIA Corp 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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